Understanding Today’s Financial Environment
Welcome, I’m Frank Kelly, a financial professional in New Cumberland, Pennsylvania. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 717.774.7536.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Will You Pay the AMT?
Despite recent tax-law changes, a stunning 5.4 million Americans are expected to pay the AMT in 2018.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
A letter of instructions provides additional and more personal information regarding your estate.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
It sounds simple, but paying yourself first can really pay off.
It's important to make sure your retirement strategy anticipates health-care expenses.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Bonds may outperform stocks one year only to have stocks rebound the next.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?
$1 million in a diversified portfolio could help finance part of your retirement.
Have you explored all of your choices when it comes to managing your taxable income?
Are you ready for retirement? Here are five words you should consider.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.